Added to YB: 2025-08-06
Pitch date: 2025-08-04
LB [bullish]
LandBridge Company LLC
-4.65%
current return
Author Info
Company Info
LandBridge Company LLC, together with its subsidiaries, owns and manages land and resources to support and enhance oil and natural gas development in the United States.
Market Cap
$1.2B
Pitch Price
$57.90
Price Target
85.00 (+54%)
Dividend
0.82%
EV/EBITDA
23.75
P/E
42.78
EV/Sales
12.83
Sector
Real Estate Management and Development
Category
growth
Late to the Landbridge Party? $LB
LB: Surface rights play w/ 277K acres in Permian Basin. 181% YoY growth in surface royalties to $26.2M. 88-90% of revenue converts to EBITDA. Currently 31x P/S, 37x P/EBITDA. At 40-131% growth rates, P/EBITDA reaches 10x by 2027-2029. CEO hinting at positive news for Aug 7 earnings. $55 to $85 target by 2026.
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